Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Litman Gregory Wealth Management LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 6,226 shares of FNDB stock, worth $410,542. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,226
Previous 6,200 0.42%
Holding current value
$410,542
Previous $378,000 8.99%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$59.85 - $66.26 $1,556 - $1,722
26 Added 0.42%
6,226 $412,000
Q4 2023

Jan 31, 2024
SELL
$52.56 - $61.29 $56,239 - $65,580
-1,070 Reduced 14.72%
6,200 $378,000
Q2 2023

Aug 09, 2023
BUY
$52.94 - $56.74 $384,873 - $412,499
7,270 New
7,270 $412,000

Others Institutions Holding FNDB

# of Institutions
135
Shares Held
3.76M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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